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7 Weeks and the Faustian Deal Hits the Table

I’m not always right.  Sometimes events change and intersections take place on the path toward the predicted outcome.  However, when ancillary events -mostly driven by human intervention in an effort to avoid what’s coming- do not cross the directional path, we arrive at the predicted destination.

At the end of May CTH shared the motive behind a series of events we should see unfold on the Twitter platform.  By the time we arrived in June, there was enough actual data to solidify a timeline {GO DEEP}. Shortly after, the New York Times published leaked revenue side documents allowing us to calculate an accurate burn rate {Go Deep} for the situation around Elon Musk.  Through this accurate financial prism, everything that Elon Musk has done lines up in sequence {Go Deep}.

Cliff Notes Version:  Musk has a deficit burn rate of around $250 to $300 million per month.  Musk runs out of working capital in Sept/Oct, depending on how quickly Yaccarino was/is able to enhance revenue.

Regardless of revenue, and because she just can’t generate it fast enough, approximately, seven weeks from now Musk has to secure another roughly $5 billion, to give himself enough breathing room to continue operations.

Musk has lost the $30 billion he put in.  The current estimates are that Twitter is now worth between $12 to $15 billion.   There is debt of $12.5 billion from the initial purchase structure still in place.  The asset is worth its debt, not much more.

With a current debt service of $100+ million per month, adding another $50 million/month ($5 billion loan) is tenuous at best. And that’s IF he can secure that investment loan.  Musk has admitted he is personally limited in leverage using Tesla.  He is approaching an inflexion point.  1 million subscribers paying $8/month is pittance ($8 million).

Recently X-Corp:  (1) Linda Yaccarino introduced the novel concept of speech that was “lawful but awful” and must be suppressed. (2) Their desire to remove the block function. (3) Restrictions on visibility, “freedom of speech, not freedom of reach.” (4) and hired back a platform censorship team.  All of these measures are designed to make “safe spaces” for advertisers to return.   In essence, they are all revenue decisions.

People inside tech, and even people inside the X-Corp organization, who initially did not think my analysis was accurate, are now starting to admit it is the most likely scenario.

This arc of directional travel is not going to change, especially with Musk needing to go back into the capital markets for more working cash.  Everything we are seeing is a result of this financial dynamic and the desperation is starting to show.

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Neil Oliver, It’s All a Political Pantomime but the Audience Isn’t Buying It…

For his weekly monologue, Neil Oliver hits on a familiar metaphor.  The grand theatrical performance of global politics and the orchestration of the actors and scripts.  The difference, in this modern era, is that no one in the audience is watching the pantomime any longer; it is all too predictable.   WATCH:

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Candidate Ron DeSantis Says MAGA Supporters Are “listless vessels” Who “follow whatever comes down the pike on Truth Social”…

Feeling empowered after his boost from Georgia Republican Governor Brian Kemp, a man of notoriously intemperate disposition, presidential candidate Ron DeSantis begins the process to align himself with the neocon establishment and labeling Donald Trump supporters as “listless vessels” devoid of principle, who simply “follow whatever comes down the pike from Truth Social every morning.”

Appearing with a young millennial wearing a beaver tail on his head, namely Will Witt from the Florida Standard, Ron DeSantis outlines his opinion that the MAGA movement is only driven by the support of President Donald Trump, a person who has exhausted his usefulness in awakening the electorate.  As a result, the high-minded superior intellects of the Republican Party now need to step in, reestablish the core values of the conservative movement, and put the squirming MAGA children in their play pens.

You can watch the entire interview below; I’m just prompting it to the part that best highlights the sanctimonious arrogance of a dim-witted candidate who really doesn’t carry his own policies, only those of the managers and branding consultants that create his talking points.  WATCH:

What the insufferable DeSantis and his branding/image consultants pretend not to know, is that President Trump’s America First policies are the driving force behind the MAGA movement.  Those policies consist of three main attributes that are non-existent in any other candidate:

Immigration.  The construct of a southern border wall, denial of illegal entry and a return to immigration border controls that block illegal aliens. 

Economics.  The implementation of MAGAnomics that puts incentives behind Made In America.  Baseline tariffs on all imports. The removal of the 70-year-old one-way Marshal plan for tariffs on USA products into the EU.  Reciprocal tariffs against all nations who participate in bilateral Free Trade Agreements, and a return to America first manufacturing independence.

Foreign Policy.  The withdrawal of USA interventionist foreign policy. The respect of national borders and national policies that are the outcome of the independent will of people within sovereign nations.  The primary responsibility of NATO funding, support and activity, to the member states of the European Union. The use of USA economic strength as a national security weapon. 

Those three pillars form the baseline of the America First policy that President Trump represents.  No other candidate comes even close to the policies therein.  President Trump represents the vessel we are using to force the professional political class to accept these policy priorities. MAGA is a set of policies uniquely attributed to President Trump, because only Trump willingly represents those policies.

The GOPe know this; so too does Ron DeSantis and his handlers.  Every candidate in the Republican field understands this set of policies, and they have been paid by the multinational donors to pretend they do not know.  Their collective GOPe mission is to destroy the policy platform; therefore, they must attack the core of the Trump supporters by pretending not to know.

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Ain’t That a Peach, Ron DeSantis Holds Private Meeting with Brian Kemp in Georgia

The tripwire was clearly outlined before {GO DEEP} as all the indicators were in place.

If you have followed the background, the purpose of Ron DeSantis meeting privately today with Georgia Governor Brian Kemp, is very clear.   Georgia is the fulcrum state of the 2024 Sea Island “Roadmap for Ron.”

(Via Politico) Ron DeSantis met privately with Georgia Gov. Brian Kemp on Friday, the latest in his effort to fortify relationships with three Republican governors alienated by Donald Trump.

The meeting, at a hotel in Buckhead, Georgia, preceded DeSantis’ appearance at a gathering of presidential candidates hosted by conservative talk radio host Erick Erickson. The two talked for about 30 minutes and did not discuss an endorsement, according to two people familiar with the meeting.

[…] Kemp represents one of the most critical general election swing states in the country, and the meeting Friday comes on the heels of Trump’s indictment in the state.

Earlier this week, Kemp ripped into Trump’s false claims about voter fraud there, writing, “For nearly three years now, anyone with evidence of fraud has failed to come forward — under oath — and prove anything in a court of law. Our elections in Georgia are secure, accessible, and fair and will continue to be as long as I am governor. The future of our country is at stake in 2024 and that must be our focus.”

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This is Donald Trump’s Most Brilliant Inside Move to Benefit the MAGA Movement

If you understand the war inside the machine {GO DEEP} then this move by President Trump will make a lot more sense.

Going all the way back to 2016, the #1 value to the RNC from the candidacy of Donald Trump has always been the supporter data, the donor files and data of the people who support Donald Trump.   This data floored Reince Priebus in 2016, because the RNC had never before seen such a scale of grassroots donor support in the history of the organization.

The RNC administrative leadership were floored when the data-sharing requirement forced Trump’s team to turn over the data right before the GOP convention. It was so far beyond the scale of what they had ever seen before, they could not believe it.  Millions and millions of new first-time names. The core of middle-class America.

Data are people.  MAGA people. Lots of them. More than the RNC has ever known.

Right now, the corporate club known as the RNC is as much the enemy as the Biden DOJ.  Readers here know exactly what I am talking about, and there is no need to rehash all the facets and examples.  The battle inside the RNC is between the billionaire Wall Street club who controls it, and the MAGA voting base who operate within it.

President Trump snubbing the RNC debate in Wisconsin is a direct shot against the RNC as a private corporation. An RNC club that is covertly in alignment with the DNC, another private corporation funded by the same Wall Street billionaires.  The RNC is now going to justify the next attacks against Trump by pointing out his non-compliance with the debate.

The RNC has been covertly hostile, but you will now see them become openly hostile.  President Trump knows this, and his next move is brilliant.  President Trump has created an “official seal of approval” which must accompany any campaign endorsement, donor request or ancillary aspect implying Trump support.  This is directly done to counteract the ability of the RNC to exploit Trump’s affiliation and essentially hostage status.

In essence, the RNC cannot exploit the MAGA brand for RNC/MAGA endorsement, and or use the donor data files, without the Trump “seal of approval.”   The data becomes worthless, because without the Trump seal any request is ignored. Additionally, without the seal any RNC candidate is ignored.  This creates leverage.  This is how the insurgency forces the compliance of the GOPe.  At least that appears to be the goal from Donald Trump.

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Emperor Murdoch Going Bananas – President Trump Will Interview with Tucker Carlson During GOPe Debate

Saving the Republic was always going to be a trilogy. In 2016 we caught the club off guard, “Club Wars” began. In 2020 the collective “Empire Strikes Back.” Now we enter 2024, all of the enemies are defined, and the “Revenge of the MAGA” begins.

Within the epic battle that 2024 represents, the multinationals are deploying every available weapon in their arsenal and the rebellion is running an insurgency campaign while withstanding the constant bombardment. While much is yet to be determined, our flag is still raised, and we stand steadfast -living our best life- while the bombs burst all around us.

The professional Republican apparatus is assembling in Wisconsin for the trap debate, but the rebellion has successfully out maneuvered the plot and will stand unaffected while diminishing the first losers to the status they deserve.

With commandant Bill Sammon retired, comrade Brett Baier was positioned to use the pending political indictments to pepper Trump with questions that would assist the feds.  By not subjecting himself to the constructed operation, President Trump has avoided the trap.

Emperor Murdoch is furious, while Darth Ronna failed in her effort to bait team MAGA.

NEW YORK TIMES – The former president’s apparent decision to skip the first debate is a major affront both to the Republican National Committee and to Fox News, which is hosting the event.

Former President Donald J. Trump plans to upstage the first Republican primary debate on Wednesday by sitting for an online interview with the former Fox News host Tucker Carlson, according to multiple people briefed on the matter.

In the past 24 hours, Mr. Trump has told people close to him that he has made up his mind and will skip the debate in Milwaukee, according to two of the people briefed on the matter.

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Good News, President Trump Confirms He Will Not Be Attending the First Loser Fox News GOPe Debate

President Trump has confirmed he will not be participating in the Fox News debate scheduled for August 23rd.  The insufferable Martha MacCallum and Bret Baier will be moderating the first loser Republican primary discussion where leaked information from Ron DeSantis debate prep has been revealed.

[SOURCE]

Meanwhile the Never Back Down SuperPAC supporting Ron DeSantis has shared their goals and objectives with the New York Times.

Hundreds of pages of blunt advice, memos and internal polling were posted online by the main super PAC backing the Florida governor, offering an extraordinary glimpse into his operation’s thinking.

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President Trump Cancels Monday Press Conference on Georgia Election, Citing Lawyers Who Want to Use Evidence in Court Motions

Writing on Truth Social, President Trump has cancelled the Monday conference:

[Source]

Meanwhile in the DC case, “Citing extraordinary amounts of evidence — including a tranche of 11.5 million pages that prosecutors handed over earlier this month — Trump lawyers John Lauro and Todd Blanche said in court papers filed Thursday that a 2.5-year delay before picking a jury would properly factor in the complexity of the case.” (link)

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Stunningly Low Prices – A Visit to an Average Russian Supermarket

I wouldn’t normally write a post like this, but WE ARE NOT going to find this level of ground reporting anywhere in U.S. media.   As you might be aware, I have been doing extensive research on the Russian economy specifically with the outcome of western sanctions.

In his video a Youtuber I follow visited a local supermarket, similar to a WalMart Super Center to share information for his USA followers.

Dima Dear, a remarkably nice young man, lives in St Petersburg, Russia (formerly Leningrad), and he shares various experiences with his audience at their request.  There is a lot of U.S interest as people following his story are starting to realize life in Russia is not what western media portray.

If you are familiar with USA grocery prices, what Dima shares in this ground report is stunning from a U.S. perspective.  If you watch this livestream, keep in mind that 100 rubles equals $1.00.  350 rubles is $3.50.  Additionally for weighted products 1kg equals 2.2 lbs.   So generally speaking, if something is 100 rubles/kg it is $1 for two pounds.

Example from the video:

•Lean ground beef at 329 rubles/kg is less than $1.65/lb.
•Bacon at 250 rubles/kg is less than $1.25/lb.
•20 eggs are 139 rubles or $1.39.
•Boneless skinless chicken breast $4 for 4lbs.
•Typical Bagged salad mixes .79¢ each. etc.

The wild part is that in Russia they are getting worried these prices are too high.  👀

The average rent for a nicely furnished 2-bedroom modern apartment in St Pete Russia is around $500/month.  Something akin to downtown Manhattan. Including rent, utilities, food, transportation, personal items and purchases, a Russian citizen can live very comfortably, remarkably comfortably, on an income of around $1,200 to $1,500/month.  In downtown St Pete which is considered a more expensive place to live.

Put that into a USA middle-class perspective and evaluate the impact of western sanctions against the average Russian cost of living.

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President Trump Discusses the Georgia Case and the State of the Economy With Larry Kudlow

President Trump sat down for an extensive interview with former National Economic Council Chairman Larry Kudlow from Fox Business News. {Direct Rumble Link}

Within the interview President Trump first starts talking about the Fulton County, Georgia, prosecution by Fani Willis, then shifts to discuss the current state of the economy and the outcomes of Bidenomics.  WATCH: 

Part 2 below:

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